Retirement plan

DIAGEO USVI SAVINGS PLAN

Name: DIAGEO USVI - DIAGEO USVI SAVINGS PLAN (2023) Form 5500
Creator: DIAGEO USVI
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, DIAGEO USVI SAVINGS PLAN, DIAGEO USVI

DIAGEO USVIEIN 66-0714219Plan #001PY 2023

3 WORLD TRADE CENTER, 175 GREENWICH STREET - NEW YORK, NY 10007212-202-1800

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$10.2M

+25.2% from 2022

Total participants

-2.1% from 2022

Average account balance

$114,459

+28.1% from 2022

Annual return

16.79%

+31.31 pp from 2022

Benchmarks

See 2,613 peers

Peer group

Industry31 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort2,613 peers

Snapshot2023

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$13.23M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$145K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

104.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.32M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+18.09%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$1526

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$479K

$5706 / participant

Other / not subdivided$479K100.0%

% of EOY assets

4.705%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$114,459

$58,099+97.0%

$76,872+48.9%

$75,173+52.3%

Participation rate

95.2%

63.9%+31.3pp

69.6%+25.6pp

67.2%+28.0pp

Annual return

16.79%

26.71%-9.9pp

37.90%-21.1pp

160.72%-143.9pp

Employer contribution / active EE

$7,058

$1,996+253.7%

$2,533+178.6%

$2,671+164.3%

Participant deferral / active EE

$6,821

$2,999+127.4%

$3,832+78.0%

$4,126+65.3%

Admin fee / account holder

$5,385

$4,778+12.7%

$5,476-1.7%

$5,651-4.7%

DIAGEO USVI SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

DIAGEO USVI SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion